See.Think.Act. Trends in Transportation and Logistics · Disruption: Auto Industry Changes...
Transcript of See.Think.Act. Trends in Transportation and Logistics · Disruption: Auto Industry Changes...
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See.Think.Act. Trends in Transportation and Logistics Gerhard Gumpoltsberger | DAV
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1995 - 2005 2005 - 2015 2015 - 2025
Digitization of Data Connecting – Internet
Digital Infrastructure is growing– Computer / Telecommunication / Content
Connected Consumers Digitization of Transactions – Trade,
Banks
Social Networks
Mobile & Sharing Systems
Connected Machines Internet of Things – Automotive, Aero,
Industry, Energy
Automation of processes and decisions based on algorithms
TRIGGERS
AFFECTED
Digitalization – 3rd Phase Begins
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Disruption: Auto Industry Changes 2015-2030
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On-demand
mobility will
inflect with
driverless and
connected
vehicles entering
the market over
the next 4-6 years
Driverless cars
will enable new
shared-
ownership
business models
Connected cars
and big data will
enable new revenue
and efficiency
streams throughout
the life of the car
The cost of electric
vehicles will reach
parity with internal
combustion
vehicles by 2025
The cost of electric
vehicles will reach
parity with internal
combustion
vehicles by 2025
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Disruption: Auto Industry Changes until 2023
2018-12-05 | DAV | See.Think.Act. Trends in Transportation and Logistics
Build automated capability, test it and start validating it.
Validate, certify and launch rideshare „robotaxi“ in a geo-fenced zone
„robotaxi“ beyond a geo-fenced zone and entry of personal driverless cars
© Citigroup
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Autonomous Vehicles Autonomous
Transport Systems
5
Digital Products und Services accelerate Market Transformation
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Traditional OEMs are becoming Mobility Service Providers and supporting Changes in the Value Chain
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Strategic partnership/investment in the automotive environment: • OEMs • Logistics • Technology Companies
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AD is a Disruptive Factor for Changes in the Value Chain in the Supplier Industry
end customer
individual vehicle
Transport as a Service TaaS
traditional OEMs
Traditional value chain
Future value chain in the range of AD
Tier 1 supplier
AD fleet owner
AD vehicle manufacturer
The mapped companies are entitled not to completeness, but are to be seen as an excerpt of the most important players
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Market Access: e.Go usp approach
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Prospects on New Mobility Solutions e2GO – Park & e.Ride
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Prospects on New Mobility Solutions
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Las Vegas
Paris Zug Wien
Dubai
Singapur
Tokio
Shenzhen
Melbourne
Helsinki Stockholm
Atlanta
Taipeh
Monticelli, Minnesota
Perth
Tochigi Bloomington, Indiana
Talinn
Detroit, Michigan
Lausanne
Trikala
Wageningen
Milton Keynes
Frankfurt
Leverkusen
Berlin
München
Bad Birnach
Hamburg
Sylt
Monheim
Stuttgart Karlsruhe
London
San Franciscso
Published AD-People Mover Activities
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Which Cities are Ready for the Change?
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„Push and pull factors determine which cities are likley to experience the greatest disruption“
Source: Company data, Goldman Sachs Global Investement Research
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Strategic Market Segments of Autonomous Driving
2018-12-05 | DAV | See.Think.Act. Trends in Transportation and Logistics
Passenger Car Commercial Vehicles People &
Cargo Mover Industry
Automation
Traditional OEMs car manufacturer with business model to end customer
Comm. Vehicle OEMs and Fleet Owners
HCV / LCV manufacturer with business model to fleet owners Fleet owners
Ride Hailing
People and Cargo Purpose Built Vehicles
PBV manufacturer with business model to fleet owners, cities, mobility providers
Transport as a service providers
TaaS as business model to end customers no fleet ownership low asset valuation
Automated Operation
Automation as cost reduction factor highly diversified market
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Autonomous
Electric
Cargo Mover
New Mobility/Transportation Concepts
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Autonomous
Electric
People Mover
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Customer Expectations Require Highly Optimized Supply Chains
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Transport Systems in the Logistics Chain
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Shaping Smart Logistics – Autonomous Depot
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Shaping Smart Logistics – Last Mile Delivery
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